LZSIX Mutual Fund

LZSIX Mutual Fund

NAV$14.85
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Returns Overview

1 Month
+0.69%
3 Months
+4.79%
6 Months
+7.56%
YTD
+14.35%
1 Year
+25.68%
3 Years (annualized)
+13.26%
5 Years (annualized)
+6.58%
10 Years (annualized)
+6.71%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LZSIX have held up?
🦠COVID-19 Crash33 days
Market peak to trough during pandemic sell-off
Run Analysis
📈2022 Rate Hikes9 months
Fed aggressive rate hiking cycle bear market
PROUpgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
MSCI ACWI ex US Index
This Mutual Fund (YTD)
+14.35%
Peer Avg (YTD)
+9.42%
vs Peers
+4.93%

LZSIX Mutual Fund Performance

LZSIX performance across multiple time periods: 1-month 0.69%, YTD 14.35%, 1-year 25.68%, 3-year 13.26%, 5-year 6.58%, 10-year 6.71%.

LZSIX returns outperform the peer average of 9.42% YTD. With an expense ratio of 0.90%, investors should weigh costs against performance when evaluating this mutual fund.

LZSIX vs another fund shows side-by-side returns. LZSIX alternatives are available in the Mutual Fund Screener.